Robert Half International Sr. Financial Analyst in Mckinney, Texas
Robert Half Finance & Accounting is currently recruiting a Senior Financial Analyst for our Insurance client. Direct the development of forecast processes to ensure resources are leveraged with maximum effectiveness, build long-range operating plans to support business initiatives, and drive world class strategic and financial planning methods in this Senior Financial Analyst position. You will improve upon monthly and quarterly reporting and handle the operation and cultivation of data-driven planning processes. If you're a Senior Financial Analyst seeking a pivotal role, which will allow strategic input to the senior leadership of the company, this position is for you! Prior experience in coordinating various planning cycles (annual planning, quarterly forecasts and monthly outlooks), while providing strategic analyses and recommendations, will be crucial to the success of this role. You will furnish variance analysis of bookings, revenues and expenses, clearly explaining the business reasons for variances and adjusting the outlook models to reflect operational adjustments. This full-time employment opportunity is based in the Mckinney, Texas area.
Evaluate performance to date and assess potential risks and opportunities
Sanction effective Business Intelligence (BI) to provide forward-looking insight and decision support
Provide assistance to Accounting on the monthly and quarterly financial close process
Cooperate with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation and prioritization
Create and track forecasting reports
Control weekly, quarterly and annual Area/Segment-level Bookings and P& L forecasting
Work closely together with cross functional partners in Accounting and Operations to execute against plans
Interpret and point out internal and external drivers impacting performance and trending
Present monthly reporting to business partners on financial results and actions required
Track monthly and quarterly performance through comparison of actuals versus expectations and enable business partners to handle their resources
For immediate consideration, please call Gina Vermuth at 972.789.9590.
Requirements - Exceptional presentation skills
Excel Formulas experience highly preferred
Deep understanding of Develop Financial Models
Complex Financial Models experience
Practical knowledge of Microsoft Excel
Experience with KPI Reporting
Financial modeling experience
Demonstrated knowledge of Microsoft SQL
Adeptness in Ad Hoc Financial Analysis
General familiarity with Tableau
Foundational knowledge in budget forecasting
3+ years' experience with advanced financial analysis, planning and budget controls required
Bachelor's Degree in Finance, MBA preferred
Demonstrated ability with financial reporting tools
Ingenuity to simplify complex problems and build solutions
Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.
When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.
Questions? Call your local office at 1.888.490.5461. All applicants applying for U.S. job openings must be legally authorized to work in the United States.